Do More With Your Money

It has been a positive week for investors, with a significant fall in UK inflation and improving data in markets. What will this mean for interest rates and your investments? Join our expert panel to hear their verdict on the latest inflation and interest rates outlook, in addition to their analysis on the big topics in the news this week such as political developments and how climate is considere...

How much of your wealth could you be losing to taxes? The UK has one of the most complicated taxation systems, so we invited Peter Coward, an experienced Tax Specialist, to explain what you need to know about taxes as you approach retirement.   Peter joins our expert panel as we discuss how tax impacts your investments and what you can do about it, particularly in relation to Inheritance Tax and y...

What can you do as you approach retirement to ensure your Pension provides an income, tax efficiency, and a financial legacy? There are fantastic opportunities within Pensions, giving you the freedom and choice to fund your retirement in a way that fits your circumstances while still potentially growing your money. Remember, you may be retired for decades, and a Pension could remain an effective l...

Our Customer Care team share their most asked questions of the week and how they’ve been helping our clients do more with their money.   The team cover their responses to common questions, including keeping up-to-date with investment performance, setting up accounts for children, understanding tax, making withdrawals safely and the importance of naming beneficiaries.   0:00 Introducing our Custome...

What’s been happening in markets, and what is the outlook for your investment in the second half of 2023? The True Potential Investment Management team come together as the halfway point of the year approaches, reflecting on the positives and challenges they’ve been navigating in markets, and to provide an update on what our global fund manager partners are seeing for investors going forward. Join...

On today’s show, our senior Financial advisers share their insights to the most common markets and investment questions being asked by clients right now. Find out what our advice teams have been telling clients, and how you can manage your investment goal around market volatility. Ignore the media sensationalism in the news and hear directly from our experts, stay disciplined and keep a long term...

How will the US debt ceiling affect markets and investors? Our Investment Management team explain what the debt ceiling is, and why the negotiations between Democrats and Republicans are stuck on budget cuts versus spending plans. What can you do to navigate potential market volatility if the debt ceiling collapses, and does the debt ceiling actually create opportunity for investors?

Our expert panel discuss whether there’s a banking crisis and how the issues around Credit Suisse and Silicon Valley Bank may impact investors. It’s been an eventful week in markets, with Central Banks also hitting the headlines amid a surprise UK inflation jump and interest rate rises by both the Bank of England and US Federal Reserve. What will all of this mean for you and the economic outlook?...

Our panel of experts discuss the key pension tax changes announced within the UK Spring Budget. How will these changes impact your retirement? The panel also offer explanation for the recent market volatility caused by the closing of the American Silicon Valley Bank.

Withdrawing from a pension is one of the most important decisions you’ll need to make about your long-term wealth. Deciding when to withdraw, how much to take and how much to leave behind is a personal choice that can benefit from financial advice. Our expert panel cover some of the main reasons you may consider withdrawing from your pension, and give their insight into your options, the tax impli...

Don’t miss our tax year end top tips to power your ISA and Pension. What you do today could make a difference to your investment goals and retirement. Discover what your tax allowances are and how you could beat inflation by investing earlier. Both the Budget and tax year end are almost here, so do more with your money today and enjoy the show!

What is it you always wanted to know about tax year end? On today's episode, our expert panel reveal the answers to your most frequently asked questions about tax year end, giving a fascinating insight into the tax year end mistakes you must avoid. Find out why it should actually be called tax year reset, and why acting early could help you to do more with your money

What’s happening in the economic rivalry between the USA and China, and what does it mean for you the investor? Our expert panel discuss the latest trade war tensions around UFO spy balloons and Tik Tok, as China’s influence increases across global trade. We go beyond the headlines to share the plentiful positives for markets and investors right now, and what the outlook is for the US and Chinese...

Why are the media ignoring positive performance in markets? Today’s show brings you the economic positives you may have missed. There’s plenty for investors to be optimistic about with falling inflation, drops in energy costs, and the FTSE 100 achieving an all-time high earlier this week. Sir David Harrison gives his verdict on the problems in the media and politics and why he’s personally optimis...

Have inflation and interest rates peaked? Is the strong start to 2023 for markets and investors set to continue? Our expert Investment Management team offer their insight into what’s going on behind the scenes in the world economy, with analysis on the inflation trend turning to disinflation, and interest rates rising but perhaps to their peak in anticipation of coming down. The Bank of England ha...

On this week's episode of the Do More With Your Money show, our expert panel are joined by former England Rugby International Tom May and leading performance coach Simon Hartley. We'll talk about how both sports and investment disciplines can benefit from solid preparation, goal planning and a long-term perspective - as well as insights from Tom's career at the top level of rugby.

Our expert panel are excited to answer your most asked questions on markets and investments, helping you to start 2023 the right way and do more with your money. Enjoy a lively episode, with fascinating insights into ISAs, Pensions, inflation, and managing your True Potential account.

The True Potential Senior Partners reflect on the challenges and opportunities 2022 created for investors, and the optimism for markets in 2023. Sir David Harrison returns to the show and gives his verdict on a range of subjects, and explains why the client is the most important part of any business. Join us for an exciting and informative episode, that will help you to focus on your goal and do m...

Join our Investment Management team for a preview of 2023 for markets and investors, looking at the opportunities and ways we will be helping clients to do more with their money. Key themes for the coming year could be disinflation, and how economic growth could progress as markets emerge from the challenges of 2022.

The True Potential Investment Management team discuss what 2022 meant for markets, investors, and the True Potential Portfolios. It was a significant year, with major talking points including the Russia / Ukraine conflict, inflation and energy price rises, the UK mini Budget, and opportunities for investors amid market volatility.

How can you power your pensions and retirement? Our expert panel provide the answers to your most asked questions on investing towards a richer retirement, including top tips on consolidating your Pensions and making your money more tax efficient. Plus, how to use an ISA effectively, our panel’s thoughts on the economy this year, and our personal highlights from another fantastic year at True Pote...

How can you find your lost pensions and discover forgotten wealth? The total value of lost pensions in the UK is estimated to be £26.6 billion and finding your share could make a life-changing difference to your retirement.   Our expert panel also cover how to trace your lost pensions, the benefits of combining your pensions into one and the importance of naming your beneficiaries to protect your...

Louisa Nicola is a Brain Performance Coach for elite athletes and top hedge funder managers. In this week’s episode she shares her secrets for improving your brain health, making better decisions and enjoying  a longer, healthier retirement.

On today’s show, why is it in the UK we put out heads in the sand around money? Our expert panel provide you with the top tips for speaking about your finances, revealing how important it is to discuss money with those around you. Making a plan and taking action today could be the key to doing more with your future wealth.

How did Chancellor Jeremy Hunt’s Autumn Statement UK Budget affect you? Our expert panel provide analysis on the big tax changes, and how you may be able to use your ISA and Pension to navigate tax rises. There’s also discussion on strengthening markets, how you can manage your money around UK inflation at 11.1%, and will Donald Trump be President again?